SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

266 hedge funds and large institutions have $3.49B invested in SPDR Portfolio Short Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+18
Holders Change %
+7.26%
% of All Funds
4.11%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
56
Increased
82
Reduced
97
Closed
35
Calls
$307M
Puts
$493M
Net Calls
-$186M
Net Calls Change
-$201M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$465M
2
LPL Financial
2
LPL Financial
California
$106M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$22M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$37.8M
5
State Street
5
State Street
Massachusetts
$214M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$131M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$263K
3
Jane Street
3
Jane Street
New York
$20.1M
4
NCM
4
Nelson Capital Management
California
$32.8M
5
APA
5
American Portfolios Advisors
New York
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Carroll Financial Associates
North Carolina
$58K -$960 -32 -2%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$58K +$41.4K +1,367 +250%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$54K -$123K -4,090 -70%
S
229
SignatureFD
Georgia
$52K – – –
Jones Financial Companies
230
Jones Financial Companies
Missouri
$47K +$47K +1,540 New
LK
231
Lumbard & Kellner
New Hampshire
$42K +$42K +1,405 New
FAG
232
Fortitude Advisory Group
Washington
$39K +$39K +1,288 New
CWM
233
Cranbrook Wealth Management
Michigan
$36K -$7.04K -229 -16%
TCWM
234
Total Clarity Wealth Management
Illinois
$30K – – –
SCA
235
Snowden Capital Advisors
New York
$30K +$30K +1,012 New
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$26K +$13.5K +443 +109%
DWP
237
Destiny Wealth Partners
Florida
$22K -$81.8K -2,673 -79%
IRC
238
Investors Research Corp
Georgia
$22K – – –
PFA
239
Professional Financial Advisors
Nebraska
$16K +$16K +533 New
RG
240
Retirement Group
California
$15K – – –
Fidelity Investments
241
Fidelity Investments
Massachusetts
$12K -$2.9K -94 -19%
PP
242
Pacifica Partners
Canada
$12K – – –
MBFW
243
Morton Brown Family Wealth
Pennsylvania
$10K +$10K +334 New
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
OCM
245
Orion Capital Management
California
$8K – – –
PA
246
Parallel Advisors
California
$8K – – –
FHC
247
First Heartland Consultants
Missouri
$7.38K -$10K -328,841 -58%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$7K – – –
ACA
249
Aptus Capital Advisors
Alabama
$6K – – –
LWANC
250
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
8 9
10
11 12